J P MORGAN EXCHANGE-TRADED F's ticker is JPHY and the CUSIP is 46641Q878. A total of 101 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,405 | +98.0% | 74,449 | +100.0% | 0.04% | +90.9% |
| Q1 2024 | $1,720 | +17.5% | 37,232 | +16.7% | 0.02% | +10.0% |
| Q4 2023 | $1,464 | +4.4% | 31,895 | -0.2% | 0.02% | -9.1% |
| Q3 2023 | $1,402 | +96.6% | 31,946 | +99.9% | 0.02% | +100.0% |
| Q2 2023 | $713 | -99.8% | 15,981 | +123.6% | 0.01% | +83.3% |
| Q4 2022 | $313,000 | – | 7,148 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Investment Partners Asset Management, Inc. | 46,652 | $2,133,862 | 1.90% |
| Windsor Capital Management, LLC | 128,421 | $5,873,999 | 1.82% |
| MN Wealth Advisors, LLC | 67,605 | $3,092,257 | 1.79% |
| Menard Financial Group LLC | 45,270 | $2,070,650 | 1.48% |
| LOCKERMAN FINANCIAL GROUP, INC. | 16,134 | $737,982 | 1.34% |
| Vawter Financial, Ltd. | 39,315 | $1,798,268 | 1.23% |
| Vestmark Advisory Solutions, Inc. | 457,941 | $20,946,221 | 0.88% |
| Wolf Group Capital Advisors | 33,858 | $1,548,702 | 0.61% |
| GREAT VALLEY ADVISOR GROUP, INC. | 474,988 | $21,726,106 | 0.61% |
| Pinnacle Wealth Planning Services, Inc. | 88,390 | $4,042,964 | 0.58% |